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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,555 | $45,123-19.0% | $85,240-57.1% | $74,478-50.9% |
| Participation rate | 29.8% | 49.4%-19.5pp | 67.5%-37.7pp | 67.2%-37.4pp |
| Annual return | 12.76% | 26.32%-13.6pp | 66.75%-54.0pp | 1370.56%-1357.8pp |
| Employer contribution / active EE | $0 | $1,459-100.0% | $2,735-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,002 | $2,736-26.9% | $4,527-55.8% | $4,350-54.0% |
| Admin fee / account holder | $6,802 | $2,215+207.1% | $6,165+10.3% | $1,946+249.6% |